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Global Investing: Protection and Opportunity


If anyone were to have invested for the first time in 2013 and they had opted for a globally diversified stock portfolio, then they are likely scratching their heads as to why their advisor isn’t making some changes to where the current opportunities seem to be. But for anyone else, such as those who had stock investments during the 2000’s or prior, then the reasoning to remain globally diversified is quite clear.

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The Rules of Engagement: Finding the Right Advisor

When it comes to choosing a financial advisor it is important to follow some rules before making your decision.

There is a commercial that airs on prime time television, which is put out by the Certified Financial Planning® Board. The commercial depicts a man with dread locks and tattoos and body piercings -- the type of stylings one would not typically associate with a financial planner. He then underwent a makeover, on the dime of the CFP® board. At the end he was clean shaven, short haired, in a suit covering his tattoos and his piercings were gone. He looked like your average financial advisor and that’s exactly the point that the CFP® board was trying to make. This man was a DJ by trade and the CFP® Board cleaned him up, taught him a few financial catchphrases and brought fifteen different people in to meet with him and determine whether or not they’d like to work with him as their advisor. All but one of those people hired him.

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Taking the Road Less Traveled

Two roads diverged"Two roads diverged in a wood,and I--
I took the one less traveled by,
And that has made all the difference."

Robert Frost, excerpt from The Road Not Taken

I was reading an article recently from Financial Advisor Magazine that identified the regrets many people have for not taking more risks in life. “Among the top regrets were: not following their dreams, not taking risks with their careers, not taking risks with their lives in general, and not being gutsy enough in the choices they made.”i

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How ESG investing helps investors align their portfolios with their values

Backyard copyThe money you invest does more than work for your financial future, it supports the businesses and companies you choose to invest in.

Investors are recognizing the connection between how they invest and what values they want to promote and quite often these investors find the companies in their investment or retirement portfolios don’t align with their own values.

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Finding Peace of Mind When Planning for Retirement

Walking on the beachWhy do people get anxious about planning for retirement? The anxiety comes from different places—it can be the complexity of the planning process, the uncertainty of the outcomes, or the different parts that have to come together in order to make a cohesive plan work.
Then there’s the fear of making a mistake. In our experience in working with clients, this is the most common cause of anxiety. There are no do-overs when it comes to retirement planning. That fact can often place significant pressure on individuals and raise their anxiety about the entire process.

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